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What Custody or Escrow services does Charter One Private Bank & Trust offer business clients?

April 26, 2017Bank Business Charter clients Custody escrow Offer private Services Trust

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What Custody or Escrow services does Charter One Private Bank & Trust offer business clients?

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If you are a business client and have over $10 million in assets, Citizens Private Bank & Trust can provide custody services for your business or institution. Our escrow agency capabilities, with optional investment management services, can assist you in completing a merger, acquisition or other commercial transaction. What other services does Charter One Private Bank & Trust offer specifically designed to help business clients? • Full Investment Management Services • Retirement Plan Services (including 401(k) and 403(b), Pension, Profit Sharing and other Qualified as well as Non-Qualified plans • Not-for-Profits — support and organize your capital while mitigating risk Full business banking and investment needs—24 hours a day, 7 days a week.